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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,705 | $176,077-27.5% | $159,455-19.9% | $167,518-23.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $5,623 | $5,298+6.1% | $4,830+16.4% | $4,838+16.2% |
| Participant deferral / active EE | $601 | $7,751-92.2% | $7,353-91.8% | $6,342-90.5% |
| Admin fee / account holder | $6,780 | $12,556-46.0% | $10,800-37.2% | $12,312-44.9% |